| Victory Sycamore Established Value I VEVIX |
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| Release date as of 2024-03-31. Data on page is subject to change. |
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| Fees and Expenses |
Taken from prospectus dated 2023-11-01 |
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| Maximum Sales Fees |
| Maximum Sales Charge |
--- |
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| Maximum Fees |
| Administrative |
--- |
| Management |
0.65%
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| 12b-1 |
--- |
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| Actual Fees |
| 12b-1 |
--- |
| Management |
0.45%
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| Prospectus Net Expense Ratio |
0.58%
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| Total Annual Operating Expense |
0.58%
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Type |
Date |
% |
| --- |
--- |
--- |
--- |
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| Inception Date: 2010-03-01 |
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| Mngr Name |
Jeffrey M. Graff |
| Mngr Start Date |
2007-03-01 |
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| Biography |
| Jeffrey Graff is a portfolio manager for the Sycamore Capital Small Cap Value Equity and Mid Cap Value Equity strategies. Mr. Graff joined Victory Capital in 2001 with six years’ prior investment experience. Previously, he was employed as an equity analyst with A.G. Edwards & Sons. He began his career in the investment industry as an equity research associate for Roulston & Company. Mr. Graff holds a B.B.A. from Cleveland State University and an M.Fin. from St. Louis University. He is a CFA® charterholder.Mr. Graff began his investment career in 1994. |
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| Mngr Name |
James M. Albers |
| Mngr Start Date |
2012-12-31 |
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| Biography |
| James Albers is a portfolio manager for the Sycamore Capital Small Cap Value Equity and Mid Cap Value Equity strategies. Mr. Albers joined Victory Capital in 2005.Mr. Albers began his investment career in 1997. Previously, he worked as a consultant with Accenture and IBM Global Services. Mr. Albers earned a B.S. and an MBA from the University of Wisconsin. He is a CFA® charterholder. |
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| Mngr Name |
Michael F. Rodarte |
| Mngr Start Date |
2012-12-31 |
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| Biography |
| Michael Rodarte is a portfolio manager for the Sycamore Capital Small Cap Value Equity and Mid Cap Value Equity strategies. Mr. Rodarte joined Victory Capital in 2006. Previously, he worked as an analyst with KeyBanc Capital Markets in its corporate and investment banking groups. Mr. Rodarte earned his B.B.A. in finance, economics, and international business from Ohio University. He is a CFA® charterholder. |
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| Mngr Name |
Gregory M. Conners |
| Mngr Start Date |
2002-03-01 |
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| Biography |
| Greg Conners is a portfolio manager for the Sycamore Capital Small Cap Value Equity and Mid Cap Value Equity strategies. Mr. Conners joined Victory Capital in 1999 with four years’ prior investment experience as a small-cap research analyst with Carillon Advisers. Prior to his tenure as portfolio manager, he served as a research analyst for the Small Cap Value Equity strategy. Mr. Conners holds a B.S. in economics from College of Mount St. Joseph and an MBA from Xavier University. |
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| Mngr Name |
Gary H. Miller |
| Mngr Start Date |
1998-07-31 |
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| Biography |
| Gary Miller is Chief Investment Officer of Sycamore Capital. He is also lead portfolio manager of the Small Cap Value Equity and Mid Cap Value Equity strategies. The Victory Small Cap Value Equity and Mid Cap Value Equity team was renamed Sycamore Capital on April 1, 2015. Sycamore Capital is a Victory Capital investment franchise. Mr. Miller joined Victory Capital in 1987. Prior to his tenure as portfolio manager, he served as an equity research analyst for the Small Cap Value and Mid Cap Value Equity strategies. Mr. Miller holds a B.B.A. in accounting from the University of Cincinnati and an MBA from Xavier University. |
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| Victory Capital Management Inc. |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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